Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
News: MCT Reorganizes Sales Processes, Expands National Sales Team, and Forms Customer Success Group
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, today announced it has restructured the company's internal sales processes, bolstered the sales team, and launched a Customer Success Group (CSG). Implementation of the changes pave the way for significant growth as the company continues innovating, launching new products and services, and on-boarding clients.
News: Bank of Southern California NA Promotes Tony DiVita to Chief Operating Officer
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Tony DiVita Executive Vice President, Chief Operating Officer. Mr. DiVita joined Bank of Southern California in 2011 and most recently held the position of Executive Vice President, Chief Banking Officer.
News: Mid America Mortgage Hires Kerry Webb as Director of Business Development
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that it has hired Kerry Webb as Executive Managing Director of Business Development. In this role, Webb will be responsible for recruiting, managing and motivating teams of mortgage professionals to meet and exceed productions goals that align with the overall company's strategic volume growth and profitability goals.
News: Simplifile Promotes Mark Moats to VP of National Accounts
Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced it has promoted Mark Moats to Vice President of National Accounts. Moats previously served as a Regional Sales Director for Simplifile and has been with the company for nearly 13 years.
News: Bank of Southern California NA Appoints Gaylin Anderson to Chief Banking Officer
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank's growth within the newly added Los Angeles and Orange County markets.
News: MorVest Capital Hires Larry Charbonneau as Managing Director, Mergers and Acquisitions
Mortgage and Finance News: (SUGAR LAND, Texas) David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, announces the addition of Managing Director Larry Charbonneau.
News: EPIC Adds Vanessa Smiley in Atlanta, Georgia
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.
News: EPIC Adds Chris Knight in Atlanta, Georgia
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.
News: Bank of Southern California NA Appoints Ashley Lopez as Branch Managing Director
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ashley Lopez as Branch Managing Director for the company's Carlsbad office. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business banking relationships with a focus on San Diego's North County communities.
News: EPIC Insurance Brokers Adds Kevin Grady and Christian Florence in Atlanta
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.
News: EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: The Mortgage Collaborative Adds Three New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas.
News: Bank of Southern California NA Continues to Expand Its Business Development Team in Greater Los Angeles Area
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company's continued growth and expansion in the Southern California region.
News: EPIC Insurance Brokers Adds John Sames in the Northeast US
Mortgage and Finance News: (PEARL RIVER, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales.
News: TRK Connection Hires Chris Bruner as Senior Vice President of National Sales
Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.
News: EPIC Insurance Brokers adds Jose Palmer in Houston, Texas
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants ("EPIC") announced today that Jose Palmer has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: EPIC Insurance Brokers adds Nikki Howes in Houston TX
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: Specialty Tax Firm KBKG Names John W. Hanning Principal
Mortgage and Finance News: (COLUMBUS, Ohio) Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm's Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.
News: Mary Shah Named Principal at Strategic Benefits Advisors, Inc.
Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.
News: Bank of Southern California N.A. Names Scott Yates Regional Managing Director
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking group in their efforts to grow the bank's core deposits, deepening existing client relationships and originating new client relationships.
News: EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville
Mortgage and Finance News: (NASHVILLE, Tenn.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.
News: Bank of Southern California NA Appoints John E. Chung as Group Managing Director
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.
News: Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings LLC
Mortgage and Finance News: (NEW YORK, N.Y.) JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.
News: Transformational Mortgage Solutions Appoints Michael Barrett as Mortgage Executive Consultant
Mortgage and Finance News: (AUSTIN, Texas) Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.
News: Continuing Its Growth, VLP Law Group Welcomes Partner Jim O’Hare to the Firm’s Corporate Practice Group
Mortgage and Finance News: (BOSTON, Mass.) VLP Law Group LLP ('VLP') is pleased to announce that Jim O'Hare has joined the firm's Corporate Practice Group as a partner based in the Boston area. Mr. O'Hare brings over 30 years of experience as a trusted adviser to companies, investors, management teams and boards of directors.
News: EPIC Insurance Brokers adds Brandon Rich in Houston Texas
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants ('EPIC')announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: Strategic Benefits Advisors Promotes Three Consultants to Director Level
Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
News: Bank of Southern California, N.A. Names Bill Lamison Vice President, Underwriter
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.
News: EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
News: EPIC Insurance Brokers adds Krista Aburrow in Dallas TX
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.